| Name | Title | Ownership | Since |
|---|---|---|---|
| Alaina Masler Gilbert | Member | Under 5% | 2023 |
| Brian M Hansen | Member | Under 5% | 2025 |
| James A Smith | Chief Investment Officer | Under 5% | 2024 |
Rockwood Wealth Management, LLC reports $2.2 billion in regulatory assets under management on its Form ADV.
Rockwood Wealth Management, LLC reports 50 employees.
Rockwood Wealth Management, LLC is based in New Hope, PA and has been SEC-registered since 2009.
Rockwood Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 6464 Lower York Road, New Hope, PA 18938 |
| Phone | 267-983-6400 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1983670 |
| Discloses disciplinary history | No |
| Discretionary | $2.16B |
| Non-discretionary | $26.7M |
| Total (RAUM) | $2.19B |